What are the responsibilities and job description for the Trust and Estate Administration Paralegal position at Ascension Global Staffing & Executive Search?
Ascension Global Staffing & Executive Search, a Hispanic Women Owned & Operated National Recruiting Firm stands at the forefront of innovation and excellence. Led by a visionary team with a deep commitment to diversity and inclusion, our firm is dedicated to identifying and attracting top talent across the nation. With a unique blend of cultural insight and professional expertise, we pride ourselves on creating an environment that fosters success for both employers and candidates.
Ascension Global Staffing & Executive Search is seeking a Trust and Estate Administration Paralegal with 5 plus years of experience to join our client's Boca Raton, FL.
Responsible for handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York, and Florida probate a plus), extensive communication with clients, financial planners, and accountants, preparation of federal and state estate tax returns and fiduciary accountings, distribution of estate assets and trust funding, deed work, etc.
- Superior communication and mathematical skills are a must.
- Strong working knowledge of estate tax software (ONESOURCE/Fast Tax), HotDocs, and Microsoft Word is a plus.
- Candidates must be highly organized and possess the ability to prioritize, be a team player, and have excellent written and verbal skills.
- College degree and/or paralegal certificate preferred.
- We will consider a JD/paralegal candidate as well.
- We offer a competitive starting salary and a comprehensive benefits program.
- Salary is commensurate with experience.
- Our client does not have a billable hour requirement.
- Paralegals are required to account for 7 hours a day billable and non-billable.
- Currently on a hybrid work scheduled 3 days in the office 2 days at home.
- (subject to change)
- The expectation is that they will be in the office as needed and adjust our schedules accordingly.